Senior Specialist, Client Processing

Remote Jobs; Harrisburg (Dauphin County); On-site; USD 70,000 - 90,000; Full time

Job summary

BNY Mellon seeks a Senior Specialist, Client Operations for the Managed Account Solutions team in Berwyn, PA (office-based, 4 days/week). You will oversee trade model-based administration and manage multiple queues to ensure trades comply with client guidelines.

You will hold a Bachelor's in business/finance, bring 5–7 years of experience, and have or obtain a Series 7 license. Strong analytical skills and AI-aware mindset are essential.

Qualifications

• Bachelor's degree in business, finance, or related field required.
• 5–7 years of work experience preferred.
• FINRA Series 7 license required, or ability to obtain post-hire.

Responsibilities

• Perform trade model-based managed account trade administration.
• Manage multiple workflow queues to ensure trades meet guidelines.
• Conduct quality control checks of account-related transactions.
• Communicate with custodians, banks, and brokers to resolve issues.
• Identify opportunities to improve workflows and drive efficiency.
• Leverage AI-enabled tools to streamline processes and enhance client experience.

Skills

Analytical skills

Attention to detail

Communication skills

Microsoft Office

Education

Bachelor's degree in business/finance

Tools

Microsoft Office

Proprietary systems

Job description

Job Description

We're seeking a future team member for the role of Senior Specialist, Client Operations to join our Managed Account Solutions team.

This role is located in Berwyn, Pennsylvania (office based, 4 days a week).

In this role, you'll make an impact in the following ways:

• Perform trade model-based managed account trade administration
• Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines
• Conduct quality control checks of account-related transactions to ensure accuracy prior to trading
• Communicate frequently with custodians, banks, and brokers to expedite and resolve issues
• Identify opportunities to improve operational workflows, enhance efficiency, and support process optimization initiatives
• Leverage technology tools and demonstrate curiosity around AI-enabled solutions to help streamline processes, reduce manual effort, and improve the client and operational experience

To be successful in this role, we're seeking the following:

• Bachelor's degree in business, finance, or a related field required
• 5 - 7 total work experience preferred
• FINRA Series 7 license required, or ability to obtain within a defined period after hire
• Strong analytical, research, and problem-solving skills with exceptional attention to detail
• Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter
• Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems
• Familiarity with AI tools and emerging technologies, or a demonstrated aptitude and willingness to learn how to apply AI to drive process improvements, efficiency gains, and better business outcomes

A continuous improvement mindset with the ability to identify, suggest, and help implement innovative operational solutions

About Us

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

About the Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn.

Here's a few of our recent awards:

• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• "Most Just Companies", Just Capital and CNBC, 2025

Our Benefits and Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee's eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an "at will" position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.